Robert
Lansing

Alden Investment Group

CRD#1385069
Investment Advisor
in Doylestown, PA

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About this Advisor

Robert Lansing is a financial advisor based in Doylestown, Pennsylvania with a total of 1 year of relevant experience. Lansing currently works for Alden Investment Group. During their career, Lansing has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Alden Investment Group. Lansing holds a Series 63 license, which qualifies them as a securities representative, and can work in Pennsylvania. Alden Investment Group is an advisory company headquartered in Wayne, PA. It oversees $207 million in total assets across its 722 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 722 client accounts, just 6% belong to high-net-worth investors who have more than $1 million in investable assets. The firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors typically depend on which services the firm provides the client. Fees billed by Alden Investment Group most likely include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

43 S Main Street
Doylestown, PA 18901

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Alden Investment Group Brokerage Details

Total Assets Under Management

$207,297,236

PA Average: $15,833,994,310
Total Number of Employees

27

PA Average: 41
Total Number of Accounts

722

PA Average: 3,342
Average Account Size

$287,115

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Robert Lansing Work History

Robert has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Alden Investment Group

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Lansing to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alden Investment Group

Joseph Cunningham
Wayne, PA
Eric Maslowsky
Berwyn, PA
Derek D'Alonzo
Hockton, GA
Deborah Davis
Wayne, PA
Karen Van Horn
Wayne, PA
Nathan Goad
Wayne, PA
Brian Mccafferty
Wayne, PA
John Swenson
Wayne, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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